SFS
SWK icon

Sowell Financial Services’s Stanley Black & Decker SWK Stock Holding History

Sowell Financial Services’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,315
Closed -$1.19M – 451
2022
Q2 		$1.19M Buy
+11,315
New +$1.39M 0.11% 152
2021
Q2 		– Sell
-3,250
Closed -$706K – 2458
2021
Q1 		$706K Buy
3,250
+54
+2% +$9.79K 0.02% 520
2020
Q4 		$571K Buy
3,196
+447
+16% +$79.3K 0.02% 485
2020
Q3 		$446K Sell
2,749
-502
-15% -$78.2K 0.02% 495
2020
Q2 		$453K Sell
3,251
-3,325
-51% -$401K 0.02% 485
2020
Q1 		$658K Buy
6,576
+436
+7% +$62.3K 0.05% 325
2019
Q4 		$1.02M Sell
6,140
-731
-11% -$113K 0.08% 259
2019
Q3 		$992K Buy
+6,871
New +$971K 0.08% 252

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T. Rowe Price Associates
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Capital Research Global Investors
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Wells Fargo
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Morgan Stanley
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return